Client Services Office Administrator

Coulter Services; Exeter (NH); On-site; USD 45,000 - 55,000; Full time

Job summary

Coulter Services in Exeter, NH seeks a Branch Office Administrator to support a Financial Advisor by delivering exceptional client service and ensuring smooth daily office operations.

You will manage client inquiries, schedule appointments, prepare accurate account documentation, process transactions, and coordinate client reviews and local events.

The role requires strong organization, detail orientation, and the ability to learn regulatory requirements to maintain compliant records.

Qualifications

• Experience in client service and office operations.
• Detail-oriented with accurate recordkeeping.
• Flexible and able to handle multiple admin workflows.

Responsibilities

• Oversee day-to-day branch operations
• Respond to client inquiries and provide guidance
• Schedule appointments and support client review coordination
• Prepare and maintain account documentation with accuracy
• Process transactions and ensure compliance with applicable regulations
• Maintain detailed records and administrative documentation
• Coordinate local events and support client engagement

Skills

Client service

Communication

Attention to detail

Regulatory compliance

Job description

Branch Office Administrator Support a Financial Advisor by delivering exceptional client service and ensuring smooth daily office operations. Manage client inquiries, schedule appointments, and prepare accurate account documentation. Maintain detailed records, process transactions, and coordinate client reviews and local events.

Branch Office Administrator Support a Financial Advisor by delivering exceptional client service and ensuring smooth daily office operations. Manage client inquiries, schedule appointments, and prepare accurate account documentation. Maintain detailed records, process transactions, and coordinate client reviews and local events.

Key Responsibilities

• Oversee day-to-day branch operations
• Respond to client inquiries and provide guidance
• Schedule appointments and support client review coordination
• Prepare and maintain account documentation with accuracy
• Process transactions and ensure compliance with applicable regulations
• Maintain detailed records and administrative documentation
• Coordinate local events and support client engagement

Qualifications & Skills

• Strong client service and communication skills
• High attention to detail and accuracy
• Knowledge of regulatory compliance requirements (or ability to learn quickly)
• Organizational skills for recordkeeping and documentation
• Ability to handle administrative workflows and transaction processing